Madden-Securities

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AVAV",
  null,
  "MPLX",
  "ABBV",
  "ASML",
  "AVGO",
  "CCI",
  "CMI",
  "DUK",
  null,
  null,
  "DMLP",
  "ARKB",
  "GILD",
  "HD",
  null,
  "UNP",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "MDT",
  "MSFT",
  "GE",
  null,
  "HSY",
  "PANW",
  "PEP",
  "IVV",
  "DOW",
  "AAPL",
  "BXSL",
  "NVDA",
  "ENB",
  "PLTR",
  "PG",
  "VZ",
  "MSTR",
  "ROK",
  "SCHX",
  "RTX",
  "GLD",
  null,
  "IBM",
  "TMO",
  "TFC",
  "TYL",
  "UPS",
  "BIV",
  null,
  "PNW",
  null,
  null,
  "GSK",
  "OHI",
  "PR",
  null,
  "MTN",
  "WM",
  "GSLC",
  "BIPC",
  "AMZN",
  null,
  null,
  null,
  "VB",
  "VOO",
  "V",
  "WMT",
  "WHR",
  "WMB",
  "WDS",
  "WPC",
  "SCHD",
  "ET",
  null,
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "EIX",
  null,
  "SO",
  null,
  null,
  "LYB",
  "EXR",
  null,
  "BRK-B",
  "BDX",
  "BHP",
  "BXMT",
  "BA",
  "EAT",
  "BMY",
  "BTI",
  "BXP",
  "CVX",
  "CSCO",
  "CMA",
  "COST",
  "DELL",
  "QQQ",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  null,
  "MO",
  "MLM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 116
Total Value: 257690051
Accession Number: 0001754960-25-000191
Form Type: 13F-HR
CIK: madden-securities
Manager Name: Madden-Securities

Data Enrichment

78% identified

91 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

116 positions • $257.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:14.5K

Value:$3.6M

% of Portfolio:1.4% ($3.6M/$257.7M)

78433H303

Shares:72.9K

Value:$3.5M

% of Portfolio:1.4% ($3.5M/$257.7M)

EDISON INTERNATIONAL

EIX|281020107

Shares:56.5K

Value:$3.3M

% of Portfolio:1.3% ($3.3M/$257.7M)

Tesla, Inc.

TSLA|88160R101

Shares:12.5K

Value:$3.2M

% of Portfolio:1.3% ($3.2M/$257.7M)

OMEGA HEALTHCARE INVESTORS INC

OHI|681936100

Shares:81.7K

Value:$3.1M

% of Portfolio:1.2% ($3.1M/$257.7M)

Blackstone Secured Lending Fund

BXSL|09261X102

Shares:90.8K

Value:$2.9M

% of Portfolio:1.1% ($2.9M/$257.7M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:40.3K

Value:$2.8M

% of Portfolio:1.1% ($2.8M/$257.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:23.3K

Value:$2.8M

% of Portfolio:1.1% ($2.8M/$257.7M)

808524805

SCHF|808524805

Shares:128.8K

Value:$2.5M

% of Portfolio:1.0% ($2.5M/$257.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:11.9K

Value:$2.5M

% of Portfolio:1.0% ($2.5M/$257.7M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:53.6K

Value:$2.4M

% of Portfolio:0.9% ($2.4M/$257.7M)

Broadcom Inc.

AVGO|11135F101

Shares:14.0K

Value:$2.3M

% of Portfolio:0.9% ($2.3M/$257.7M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:64.4K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$257.7M)

74347X831

Shares:38.2K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$257.7M)

808524607

SCHA|808524607

Shares:91.3K

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$257.7M)

BOEING CO

BA|097023105

Shares:11.3K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$257.7M)

CROWN CASTLE INC.

CCI|22822V101

Shares:18.3K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$257.7M)

92189F676

Shares:8.5K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$257.7M)

PINNACLE WEST CAPITAL CORP

PNW|723484101

Shares:18.3K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$257.7M)

922908751

VB|922908751

Shares:7.7K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$257.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	14.5K	QoQ +0.65% (+95) YoY NEW(+14.5K)	All Managers (Combined)	$3.6M	1.4% ($3.6M/$257.7M)	QoQ +13.86% (+$439.1K) YoY NEW(+$3.6M)
(cusip78433H303)✕	72.9K	QoQ NEW(+72.9K) YoY NEW(+72.9K)	All Managers (Combined)	$3.5M	1.4% ($3.5M/$257.7M)	QoQ NEW(+$3.5M) YoY NEW(+$3.5M)
EDISON INTERNATIONAL(EIXcusip281020107)	56.5K	QoQ +301.77% (+42.5K) YoY +297.53% (+42.3K)	All Managers (Combined)	$3.3M	1.3% ($3.3M/$257.7M)	QoQ +196.50% (+$2.2M) YoY +231.16% (+$2.3M)
Tesla, Inc.(TSLAcusip88160R101)	12.5K	QoQ +12.03% (-1.3K) YoY -22.85% (-3.7K)	All Managers (Combined)	$3.2M	1.3% ($3.2M/$257.7M)	QoQ -28.10% (-$1.3M) YoY +13.73% (-$391.4K)
OMEGA HEALTHCARE INVESTORS INC(OHIcusip681936100)	81.7K	QoQ +6.86% (+5.3K) YoY +11.80% (+8.6K)	All Managers (Combined)	$3.1M	1.2% ($3.1M/$257.7M)	QoQ +7.51% (+$217.5K) YoY +34.43% (+$796.8K)
Blackstone Secured Lending Fund(BXSLcusip09261X102)	90.8K	QoQ +13.49% (+10.8K) YoY NEW(+90.8K)	All Managers (Combined)	$2.9M	1.1% ($2.9M/$257.7M)	QoQ +13.67% (+$353.5K) YoY NEW(+$2.9M)
LyondellBasell Industries N.V.(LYBcusipN53745100)	40.3K	QoQ +18.78% (+6.4K) YoY NEW(+40.3K)	All Managers (Combined)	$2.8M	1.1% ($2.8M/$257.7M)	QoQ +12.59% (+$317.7K) YoY NEW(+$2.8M)
EXXON MOBIL CORP(XOMcusip30231G102)	23.3K	QoQ -0.33% (-78) YoY +2.28% (+520)	All Managers (Combined)	$2.8M	1.1% ($2.8M/$257.7M)	QoQ +10.19% (-$255.9K) YoY +4.65% (+$123.0K)
(SCHFcusip808524805)	128.8K	QoQ +3.32% (+4.1K) YoY +120.73% (+70.5K)	All Managers (Combined)	$2.5M	1.0% ($2.5M/$257.7M)	QoQ +10.47% (+$241.6K) YoY +11.89% (+$270.9K)
AbbVie Inc.(ABBVcusip00287Y109)	11.9K	QoQ 0.00% (+0) YoY -7.49% (-960)	All Managers (Combined)	$2.5M	1.0% ($2.5M/$257.7M)	QoQ +17.90% (+$377.2K) YoY +6.43% (-$150.2K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	53.6K	QoQ -3.52% (-2.0K) YoY +0.41% (+219)	All Managers (Combined)	$2.4M	0.9% ($2.4M/$257.7M)	QoQ +9.42% (-$209.5K) YoY +8.54% (+$191.4K)
Broadcom Inc.(AVGOcusip11135F101)	14.0K	QoQ +116.90% (+7.5K) YoY NEW(+14.0K)	All Managers (Combined)	$2.3M	0.9% ($2.3M/$257.7M)	QoQ +56.64% (+$846.1K) YoY NEW(+$2.3M)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	64.4K	QoQ -0.46% (-300) YoY -0.20% (-130)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$257.7M)	QoQ +8.36% (-$169.7K) YoY +16.76% (-$315.8K)
(cusip74347X831)✕	38.2K	QoQ NEW(+38.2K) YoY NEW(+38.2K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$257.7M)	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
(SCHAcusip808524607)	91.3K	QoQ -0.15% (-144) YoY +69.70% (-37.5K)	All Managers (Combined)	$2.1M	0.8% ($2.1M/$257.7M)	QoQ -9.53% (-$225.7K) YoY -19.24% (-$510.0K)
BOEING CO(BAcusip097023105)	11.3K	QoQ NEW(+11.3K) YoY +377.84% (+9.0K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$257.7M)	QoQ NEW(+$1.9M) YoY +322.28% (+$1.5M)
CROWN CASTLE INC.(CCIcusip22822V101)	18.3K	QoQ +133.61% (+10.4K) YoY +72.05% (+7.6K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$257.7M)	QoQ +168.28% (+$1.2M) YoY +69.45% (+$779.7K)
(cusip92189F676)✕	8.5K	QoQ +311.43% (+6.4K) YoY NEW(+8.5K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$257.7M)	QoQ +259.27% (+$1.3M) YoY NEW(+$1.8M)
PINNACLE WEST CAPITAL CORP(PNWcusip723484101)	18.3K	QoQ -3.18% (-600) YoY -7.82% (-1.6K)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$257.7M)	QoQ +8.78% (-$140.5K) YoY +17.48% (-$258.9K)
(VBcusip922908751)	7.7K	QoQ +2.72% (-205) YoY +60.75% (+2.9K)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$257.7M)	QoQ -5.19% (-$94.1K) YoY +55.94% (+$615.3K)